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Heritage Wealth Management (Texas)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$310K Sell
3,425
-1
-0% -$93 0.13% 28
2025
Q4 		$306K Hold
3,426
– – 0.13% 29
2025
Q3 		$299K Hold
3,426
– – 0.13% 30
2025
Q2 		$286K Buy
+3,426
New +$272K 0.14% 29

Other funds holding IEFA

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Wealth Management (Texas)'s IEFA Position: Q1 2026 in Review

Heritage Wealth Management (Texas) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q1 2026, selling an estimated $93 and leaving 3,425 shares worth $310K. The position accounts for 0.13% of the portfolio, ranked #28.

Heritage Wealth Management (Texas) first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,402 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Heritage Wealth Management (Texas) held 3,425 shares of iShares Core MSCI EAFE ETF worth $310K as of Q1 2026.
  • Heritage Wealth Management (Texas) sold 1 iShares Core MSCI EAFE ETF share in Q1 2026, an estimated $93.
  • iShares Core MSCI EAFE ETF made up 0.13% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #28 holding.
  • Heritage Wealth Management (Texas) first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.